Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,931 | $102,429-94.2% | $147,096-96.0% | $80,925-92.7% |
| Participation rate | 86.1% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.5pp |
| Annual return | 1.55% | 135.02%-133.5pp | 419.75%-418.2pp | 35.65%-34.1pp |
| Employer contribution / active EE | $1,043 | $3,716-71.9% | $4,936-78.9% | $2,756-62.2% |
| Participant deferral / active EE | $1,820 | $6,649-72.6% | $8,071-77.5% | $4,299-57.7% |
| Admin fee / account holder | $608 | $7,957-92.4% | $13,005-95.3% | $6,940-91.2% |